Assessment - Dow Jones Industrial Avgerage - 1/30/17 - RS = 19
⇐
⇓ instrument
freshest
⇓ Δday
1/30/17
⇓ Δwk
9/19/16
prc diff
⇓ Δ19
∅-RS
DJIA
39,357.000
8/12/24
-0.36
19,971.100
18,120.200
1,850.900
10.21
10.35
L
Goldman Sachs
485.500
8/12/24
-0.97
233.900
166.210
67.690
40.73
37.99
JP Morgan Chase
206.190
8/12/24
0.19
86.030
66.190
19.840
29.97
29.92
Boeing
164.130
8/12/24
-2.25
165.570
127.480
38.090
29.88
23.51
Caterpillar
336.030
8/12/24
-0.66
96.790
81.880
14.910
18.21
21.67
American Express
237.050
8/12/24
-0.34
77.280
64.060
13.220
20.64
20.79
S
UnitedHealth
565.290
8/12/24
1.17
162.090
137.680
24.410
17.73
18.33
Microsoft
406.810
8/12/24
0.19
65.130
56.930
8.200
14.40
17.23
L
Apple
217.530
8/12/24
0.71
30.408
28.395
2.013
7.09
15.42
IBM
189.480
8/12/24
-1.03
175.800
154.870
20.930
13.51
15.38
Walt Disney
85.950
8/12/24
-0.30
110.940
92.630
18.310
19.77
13.45
S
Intel
19.360
8/12/24
-1.78
37.420
37.160
0.260
0.70
11.64
Chevron
145.020
8/12/24
0.02
111.820
98.040
13.780
14.06
10.30
Visa
259.890
8/12/24
0.05
83.700
82.510
1.190
1.44
6.92
Merck (MSD)
113.480
8/12/24
-0.93
61.430
61.330
0.100
0.16
6.48
Home Depot
345.810
8/12/24
-0.81
138.470
126.290
12.180
9.64
6.41
S
Cisco Systems
44.860
8/12/24
-1.34
30.830
31.020
-0.190
-0.61
6.32
S
salesforce.com
251.310
8/12/24
-0.48
78.710
73.000
5.710
7.82
6.19
L
Honeywell
196.790
8/12/24
-0.73
119.110
114.540
4.570
3.99
5.59
L
3M
123.360
8/12/24
-0.65
175.420
176.720
-1.300
-0.74
2.93
L
Procter & Gamble
166.810
8/12/24
-2.19
86.750
88.370
-1.620
-1.83
2.88
Travelers Companies
209.730
8/12/24
-1.29
117.510
115.090
2.420
2.10
2.87
S
McDonald´s
269.460
8/12/24
0.58
123.020
115.210
7.810
6.78
2.40
S
Walgreens Boots
10.200
8/12/24
-4.49
81.480
80.810
0.670
0.83
0.23
L
Amgen
320.000
8/12/24
-0.77
154.430
171.380
-16.950
-9.89
-0.55
⇓ instrument
freshest
⇓ Δday
1/30/17
⇓ Δwk
9/19/16
prc diff
⇓ Δ19
∅-RS
S
Johnson & Johnson
159.880
8/12/24
-0.46
113.130
117.660
-4.530
-3.85
-1.24
Nike
74.640
8/12/24
0.40
53.080
54.950
-1.870
-3.40
-4.18
L
Coca-Cola
68.170
8/12/24
-0.74
41.380
42.100
-0.720
-1.71
-4.80
Verizon
40.530
8/12/24
-0.54
49.370
51.200
-1.830
-3.57
-4.83
L
Walmart
68.700
8/12/24
1.10
22.140
24.030
-1.890
-7.87
-4.85
Dow
52.220
8/12/24
-0.84
-na-
DJIA - 29 out of 30 instruments rated - 1/30/17 / 9/19/16 - 20 did rise, Market-Ratio(19) = 68.97 %
Stock Exchange Currency: USD $ Dollar
Technical Chart
Transactions Dow Jones Industrial Avgerage * A19 - 80/23 (1)
⇐
L/S date buy date sell days instrument spl pieces prc buy prc sell ps short prc diff d % asset yield
1/02/06
2/27/06
56
- cash -
long
2/27/06
2/04/08
707
Apple
100
3,944
2.535
4.702
2.167
85
18,545
38
short
2/04/08
6/29/09
511
American Express
100
389
47.660
24.000
94.645
46.985
99
36,822
63
long
6/29/09
8/16/10
413
Goldman Sachs
100
246
149.360
147.760
-1.600
-1
36,428
-1
short
8/16/10
10/11/10
56
Microsoft
100
1,486
24.500
24.590
24.410
-0.090
0
36,294
-2
long
10/11/10
8/22/11
315
Apple
100
3,440
10.549
12.730
2.181
21
43,798
24
short
8/22/11
12/19/11
119
Goldman Sachs
100
411
106.510
87.700
129.354
22.844
21
53,187
81
long
12/19/11
8/24/15
1344
Visa
100
2,158
24.645
68.360
43.715
177
147,524
32
short
8/24/15
5/30/16
280
Chevron
100
2,045
72.120
101.970
42.270
-29.850
-41
86,481
-50
long
5/30/16
12/24/18
938
Chevron
100
848
101.970
100.990
-0.980
-1
85,649
0
short
12/24/18
4/29/19
126
Goldman Sachs
100
547
156.350
206.920
105.780
-50.570
-32
57,988
-68
long
4/29/19
3/09/20
315
Walt Disney
100
416
139.300
104.350
-34.950
-25
43,448
-28
short
3/09/20
7/20/20
133
Exxon Mobil
100
1,037
41.860
42.500
41.220
-0.640
-2
42,785
-4
long
7/20/20
6/20/22
700
Apple
100
434
98.358
131.560
33.203
34
57,195
16
short
6/20/22
2/06/23
231
Walt Disney
100
606
94.340
109.870
78.810
-15.530
-16
47,784
-25
long
2/06/23
10/30/23
266
Boeing
100
231
206.810
182.350
-24.460
-12
42,133
-16
short
10/30/23
1/29/24
91
Walgreens Boots
100
1,996
21.100
22.720
19.480
-1.620
-8
38,900
-27
long
1/29/24
8/12/24
196
salesforce.com
100
135
287.860
251.310
-36.550
-13
33,965
-22
accum 2/27/06
8/12/24 6992
days out of 7048 invested (99%)
240
33,965
7
Instrument Related Contribution
instrument L/S date buy date sell days prc buy prc sell ps short prc diff d % total
Apple long 2/27/06 2/04/08 707 2.54 4.70 2.17 85.46
long 10/11/10 8/22/11 315 10.55 12.73 2.18 20.68
long 7/20/20 6/20/22 700 98.36 131.56 33.20 33.76 199.35
Visa long 12/19/11 8/24/15 1344 24.65 68.36 43.72 177.38 177.38
American Express short 2/04/08 6/29/09 511 47.66 24.00 94.64 46.98 98.58 98.58
Microsoft short 8/16/10 10/11/10 56 24.50 24.59 24.41 -0.09 -0.37 -0.37
Exxon Mobil short 3/09/20 7/20/20 133 41.86 42.50 41.22 -0.64 -1.53 -1.53
Walgreens Boots short 10/30/23 1/29/24 91 21.10 22.72 19.48 -1.62 -7.68 -7.68
Boeing long 2/06/23 10/30/23 266 206.81 182.35 -24.46 -11.83 -11.83
salesforce.com long 1/29/24 8/12/24 196 287.86 251.31 -36.55 -12.70 -12.70
Goldman Sachs long 6/29/09 8/16/10 413 149.36 147.76 -1.60 -1.07
short 8/22/11 12/19/11 119 106.51 87.70 129.35 22.84 21.45
short 12/24/18 4/29/19 126 156.35 206.92 105.78 -50.57 -32.34 -18.71
Walt Disney long 4/29/19 3/09/20 315 139.30 104.35 -34.95 -25.09
short 6/20/22 2/06/23 231 94.34 109.87 78.81 -15.53 -16.46 -37.42
Chevron short 8/24/15 5/30/16 280 72.12 101.97 42.27 -29.85 -41.39
long 5/30/16 12/24/18 938 101.97 100.99 -0.98 -0.96 -41.95
Annotations
2/26/24 Walmart stock split 1:3 (three for one)
6/26/18 DJIA Walgreens Boots replaces General Electric
12/24/15 Nike stock split 1:2 (two for one)
7/08/15 DJIA The Dow Jones seems to be some kind of analysis and rule resistant. The analysis for exchanging
techniques (ex) did not produce really satisfying results, too, especially the best short technique is
disappointing. However it can be valuable as an indicator: when it throws signals eventually which last for a
couple of weeks, the roof is most definitely on fire.
The other US markets have significatly more efficient trading techniques.
3/19/15 Visa forward stock split 1:4 (four for one)
3/18/15 DJIA Apple replaces AT&T
9/23/13 DJIA Goldman Sachs, Nike and Visa replace Alcoa, Bank of America and Hewlett-Packard
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